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STEP Global Congress

Our flagship thought leadership event returns for 2025 in Rome, Italy. Last time, more than 350 delegates joined us from 47 countries.

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STEP Cayman Conference

This year’s conference will take place on 23-24 January 2025 at the Hotel Indigo Grand Cayman. Secure your place by 29 November 2024 and save USD 150 with our early bird offer.

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STEP Directory

Search for STEP members, firms, branches or jurisdictions.

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STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Learn more about STEP today.

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  • Warning - list scams: We have seen a steady increase in 'list selling' emails claiming the STEP membership list or an attendance list of one of STEP's conferences. These emails are scams. Find out more
Industry News
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Canadian court addresses issues of trustee removal

The Superior Court of Justice of Ontario has resolved a dispute over the administration of a deceased man’s estate, after it was alleged that a trustee’s actions were in conflict with his fiduciary...

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Brazil’s tax legislation aligned with OECD Pillar Two rules

Brazil has published Provisional Measure No. 1,262/24 and Normative Instruction RFB No. 2,228/24, establishing a minimum taxation of 15 percent through a social contribution on net profit...

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FATF amends AML deficiency criteria to ease pressure on less developed countries

The Financial Action Task Force (FATF) has amended its criteria for 'grey-listing' countries with deficiencies in their anti-money laundering (AML) regimes, in order to relieve pressures on less...

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Tackling Economic Crime

Expert analysis of existing measures to combat financial crime and practical recommendations on how to address the gaps

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60-second interview

In celebration of this year's STEP Excellence Awards winners we spoke to one of this year's winners, Rebecca Devine from Jones Whyte Law.

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SIG Elections

Apply to join one of the Global SIG Steering Committees by 31 October 2024 The steering committees of our various SIGs are now accepting applications to fill a number of vacancies on each of the steering committees. Global applications are welcomed.

Apply today
UK Tax, Trusts and Estates Conference

The STEP UK Tax, Trusts and Estates Conference is back for 2024! Choose from three venues or purchase the webcasts. 6 November – Leeds.

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STEP CPD Learning Course: Contentious Estates

The Contentious Estates course will enable you to deal more effectively with this type of work and ultimately avoid or mitigate stress for your clients.

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CPD Audit Notice

The 2024 CPD Audit commenced on 27 August. Those selected for audit have been notified via email and must submit their CPD records for review by 27 October.

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STEP's Jobs Board

Find your ideal role, or recruit your ideal candidate.

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How to join STEP

There are four levels of STEP membership: Full Member (TEP) – our highest level of membership for experienced practitioners; Associate; Affiliate; and Student – entry-level membership for those just starting out.

Depending on your experience and qualifications/credentials you can join STEP as a Student, Affiliate or Full Member (TEP). Practitioners who join at Student or Affiliate level can work their way up to TEP status via our Exam or Essay Route, or through acquiring the necessary level of experience.

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Setting Standards

Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.

View professional standards